Zoe has worked within the financial services industry for over 25 years having had a highly successful career with both Prudential and HSBC Bank. Her roles have ranged from Financial Advice, Sales Management and Training and Development.
As Managing Director, Zoe’s role is varied and has many elements. She sits on the Vision Management Board, providing expertise in areas such as training & competence, compliance and business strategy and also heads up the Treating Customers Fairly initiative for the business. She has overall responsibility for the line management, training and supervision of the regulated and operational staff, to ensure consistency of service and quality throughout the network of Independent Financial Advisers.
Zoe sits on the Investment committee for Castle Investment Solutions in a specialist consultancy role. The role involves meeting with Discretionary Fund Managers to complete due diligence, determining their quality in service, charging structure, investment performance and investment process to ensure their services meet client needs and objectives now and in the future.